We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the first locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly appointments but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image.
Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your business or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s proceed to the events themselves and how can you establish several occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and edit existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, actually easy here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the choice that you choose, you may have some additional alternatives waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their contact number. I require to know who I’m calling or I can select this alternative, my guest must call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. If somebody is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that choice here. If you have multiple events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na overlook particularly. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they know what they’re getting also.
And finally, we can select a different color. This is really handy if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other events that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of